Rhea Mehta in

Rhea Mehta

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Member at Wealth Management Workshop
📍 Naperville, Illinois, United States

Rhea Mehta is an incoming Analyst at Northern Trust and a finance major at Indiana Universitys Kelley School of Business, specializing in wealth management. She has interned in hedge fund services and wealth management, gaining experience with tools like E Money and AssetMap while pursuing CFP, SIE, and Series 7 certifications.

Outside of her financial pursuits, Rhea has shown strong leadership as the Director of Recruitment for the Womens Financial Association, where she established a mentorship program. She also has a background as a swim instructor and lifeguard, promoting water safety for a wide range of age groups.

Unique fact: She has taught swimming to individuals ranging from one to 80 years old.

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Experience
5 Years
Current Role
Member
Location
Naperville, Illinois, United States
Personality Overview

How Rhea shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Rhea cares about

Wealth Management
Her major specialization is in Wealth Management, she was a member of the Charles Schwab Wealth Management Workshop, and she interned in the field at Equitable.
Financial Planning
Gained hands-on experience with financial planning software like E Money and Salesforce during her wealth management internship, focusing on holistic financial solutions for clients.
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Career

Work history

10-2023
Member
Wealth Management Workshop
6-2025 - 8-2025
Hedge Fund Services | MO Trade Processing
Northern Trust
12-2019 - 6-2025
Swim Instructor and Lifeguard
YMCA of the USA
8-2023 - 1-2025
Director of Recruitment and Membership
Women's Financial Association
5-2023 - 8-2023
Wealth Management Intern
Equitable
In the press

Media appearances

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Education
8-2022 - 5-2026
Bachelor of Science
Indiana University - Kelley School of Business
8-2018 - 5-2022
High School Diploma
Neuqua Valley High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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